Barometer Capital Management’s Global X FinTech ETF FINX Stock Holding History

Barometer Capital Management’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-33,800	Closed	-$997K	–	146
2019 Q2	$997K	Buy	+33,800	New	+$966K	0.13%	109
2018 Q4	–	Sell	-103,600	Closed	-$2.98M	–	128
2018 Q3	$2.98M	Buy	103,600 +13,600	+15%	+$378K	0.23%	120
2018 Q2	$2.34M	Buy	+90,000	New	+$2.25M	0.2%	115

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Barometer Capital Management's FINX Position: Q3 2019 in Review

Barometer Capital Management sold out of Global X FinTech ETF (FINX) in Q3 2019, closing a stake of 33,800 shares — an estimated $997K sold.

Barometer Capital Management first reported a position in FINX in Q2 2018 and held it in 3 quarters. The position peaked at $2.98M in Q3 2018. 63 funds tracked by Wall St. Rank hold FINX as of Q3 2019.

Barometer Capital Management reported no remaining Global X FinTech ETF position as of Q3 2019 after selling out during the quarter.
Barometer Capital Management sold 33,800 Global X FinTech ETF shares in Q3 2019, an estimated $997K.
Barometer Capital Management first reported a position in Global X FinTech ETF in Q2 2018 and held it in 3 quarters.
Barometer Capital Management's Global X FinTech ETF position peaked at $2.98M in Q3 2018.
63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2019.

Based on Barometer Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.